Sowell Financial Services LLC
Holdings in DEI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,498,871 | 136,385 | Shares | Sole | 2026-01-21 |
| 2025-09-30 | $2,170,037 | 139,373 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $2,050,673 | 136,348 | Shares | Sole | 2025-07-14 |
| 2025-03-31 | $2,078,848 | 129,928 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $2,426,478 | 130,737 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $2,406,879 | 136,988 | Shares | Sole | 2024-10-04 |
| 2024-06-30 | $1,832,627 | 137,688 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $1,959,359 | 141,266 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $1,936,301 | 133,538 | Shares | Sole | 2024-01-24 |
| 2023-09-30 | $1,694,719 | 132,815 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $1,465,850 | 116,615 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $1,236,809 | 100,309 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $1,206,983 | 76,976 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $1,358,663 | 75,776 | Shares | Sole | 2022-11-15 |
| 2022-06-30 | $1,534,417 | 68,562 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $440,809 | 13,190 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $1,875,832 | 55,995 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $1,693,126 | 53,563 | Shares | Sole | 2021-11-04 |
| 2021-06-30 | $1,174,212 | 34,926 | Shares | Sole | 2021-08-05 |
| 2021-03-31 | $747,100 | 23,793 | Shares | Sole | 2021-05-07 |
| 2020-12-31 | $364,750 | 12,500 | Shares | Sole | 2021-01-13 |
| 2020-09-30 | $2,510 | 100 | Shares | Sole | 2020-11-12 |
| 2020-06-30 | $57,947 | 1,890 | Shares | Sole | 2020-08-13 |
| 2020-03-31 | $439,405 | 14,402 | Shares | Sole | 2020-05-12 |